Investment Portfolio Case Competition Overview

February 9, 2024 Event organized by:

2024 Case Topic: To Be Determined

2023 Case Topic: Diversifying Wealth Built on Oil Extraction

Competitors will review a case study of a fictional family office that was funded by the recent sale of a family oil service company. “While recognizing their ancestors’ hard work and the valuable energy it helped create for society, beneficiaries are concerned about climate change and would like the family office to invest in such a way as to compensate for environmental impact created by the family business.” After careful study of case materials and further research, teams will present innovative compensation ideas, an asset allocation plan and an implementation strategy, all supported by rigorous testing.